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Steven Fraley, Cfa Email & Phone Number
Senior Vice President, Private Markets - Capital Solutions Group
at
First Trust
1 work email found
@innovestinc.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Vice President, Private Markets - Capital Solutions Group
Location
Denver, Colorado, United States
Who is Steven Fraley, Cfa? Overview
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Quick answer
Steven Fraley, Cfa is listed as Senior Vice President, Private Markets - Capital Solutions Group at First Trust, based in Denver, Colorado, United States. AeroLeads shows a work email signal at innovestinc.com and a matched LinkedIn profile for Steven Fraley, Cfa.
Steven Fraley, Cfa previously worked as Partner and Director of Capital Markets at Innovest Portfolio Solutions and Vice President and Director of Capital Markets at Innovest Portfolio Solutions. Steven Fraley, Cfa holds Master Of Business Administration (Mba), Finance from Washington University In St. Louis - Olin Business School.
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*@innovestinc.com
68% confidence
AeroLeads found 1 current-domain work email signal for Steven Fraley, Cfa. Compare company email patterns before reaching out.
Profile bio
About Steven Fraley, Cfa
I am an investment junkie. Throughout my career, I have been driven by my intellectual curiosity to find ways to make money. Whether it was starting my own gum ball machine operation in grade school or making my first stock investment when I was 16, I've had a passion for how the economy and financial markets work. I am a highly analytical, passionate and results-driven Investment Professional with a strong record of success managing multi-million dollar client portfolios and a multi-billion dollar corporate pension plan. I quickly assume the responsibility for all investment and financial functions for client and institutional portfolios, including portfolio construction, asset allocation, manager sourcing, due diligence, and risk management. I consistently demonstrate managing and growing relationships among clients, investment committee members, consultants and other key stakeholders. I have found that nothing satisfies me more than meeting new people, learning new things, solving problems, and helping people achieve their investment goals.My Specialties:- Asset Allocation- Portfolio Construction- Investment Research- Investment Manager Due Diligence- Financial Analysis- Risk Management- Business Development- Presentation & Public Speaking- Curiosity & Creativity - Problem SolvingQuote to live by: "If you really want to do something, you'll find a way. If you don't, you'll find an excuse." - Jim Rohn
Listed skills include Investments, Portfolio Management, Asset Management, Wealth Management, and 34 others.
Current workplace
Steven Fraley, Cfa's current company
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7 roles · 18 years
Steven Fraley, Cfa work experience
A career timeline built from the work history available for this profile.
Partner And Director Of Capital Markets
Current
Jan 2023 - Present
Vice President And Director Of Capital Markets
- Partner and Investment Consultant, providing consulting services to nonprofits, families and retirement plans.
- Director of the Capital Markets Research Group, responsible for monitoring the global macro-economic environment, asset allocation modeling and portfolio construction.
- Member of the Investment Committee, which drives the firm’s investment research and due diligence process.
- Member of the Due Diligence Group, responsible for independently sourcing investment managers, as well as monitoring recommended products and strategies. The group utilizes both quantitative and qualitative analysis.
Apr 2020 - Jan 2023
Treasurer Of The Board Of Directors
Joseph Magnus Distillery
- Equity owner, Treasurer of the Board of Directors and Executive Committee member. Accountable to manage company’s cash flow projections and financial modeling to make short and long-term capital allocation decisions..
- Lead all investor relations efforts, including quarterly investment presentations and monthly shareholder updates
- Supported sourcing and securing a $3 million Series B investment from highly regarded institutional investor
- Led successful fundraising efforts to acquire $8.5 million in new and aged bourbon through a combination of debt and equity financing
Mar 2015 - Dec 2021
Manager, Pension Investments
- Key decision-maker for combined $10 billion global Defined Benefit and Defined Contribution plans. Responsible for manager sourcing, due diligence, and ongoing monitoring of both current and prospective managers across.
- Developed and presented investment materials and quarterly updates, investment outlook, recommendations, and performance results to the Emerson Retirement & Investment Committee, Finance Committee, and UK Trustee &.
- Screened, recommended and maintained investment opinion on 50+ investment managers across the plans, including public and private equity, public and private fixed income, real assets and other alternatives
- Identified key investment trends and prepared industry research to be used in formulating investment thesis for Defined Benefit plans, including both short-term tactical allocation and long-term strategic asset.
- Trailing 3-year annualized portfolio return ending Q4 2018 of 7.2% exceeded the custom benchmark of 6.6% by 60 bps
2016 - 2018
~2 yrs
Portfolio Manager
- Managed investment activities for a full set of major fee revenue producing accounts, representing high net worth individuals, families and foundations -- totaling $250+ million in assets.
- Developed, recommended, and directed the execution of custom investment programs designed to achieve the goals and objectives for accounts or family relationships; reviewed and analyzed investments to select.
- Maintained extensive contact with clients, trust relationship managers, co-trustees, consultants, and attorneys to ensure communication of trust or agency requirements and coordinate portfolio activity
- Maintained awareness of current economic/financial market conditions and new investment strategies through regular contact with investment research team, industry professionals and personal research
- To assure client understanding, retention and asset growth, developed personalized and effective investment education materials for clients and their children to teach them basic investment principles and smart money.
2013 - 2016
~3 yrs
Wealth Management Associate
- Worked in a team environment to provide comprehensive wealth management services to high net worth clients; including investment management, financial planning, tax planning, and estate planning. Collaborated with.
- Performed quantitative research and analysis to determine and implement portfolio transition plans for new clients, including recommendation of specific investment products and asset allocation
- Monitored asset allocation and investment performance including regular portfolio rebalancing to maintain a portfolio consistent with client’s Investment Policy Statement
- Conducted analysis and projects for Investment Committee to develop and implement current portfolio structures and explore new investment opportunities
2008 - 2013
~5 yrs
2 education records
Steven Fraley, Cfa education
Master Of Business Administration (Mba), Finance
Washington University In St. Louis - Olin Business School
Bachelor Of Science, Agribusiness, Farm And Financial Management
University Of Illinois Urbana-Champaign
FAQ
Frequently asked questions about Steven Fraley, Cfa
Quick answers generated from the profile data available on this page.
What company does Steven Fraley, Cfa work for?
Steven Fraley, Cfa works for First Trust.
What is Steven Fraley, Cfa's role at First Trust?
Steven Fraley, Cfa is listed as Senior Vice President, Private Markets - Capital Solutions Group at First Trust.
What is Steven Fraley, Cfa's email address?
AeroLeads has found 1 work email signal at @innovestinc.com for Steven Fraley, Cfa at First Trust.
Where is Steven Fraley, Cfa based?
Steven Fraley, Cfa is based in Denver, Colorado, United States while working with First Trust.
What companies has Steven Fraley, Cfa worked for?
Steven Fraley, Cfa has worked for First Trust, Innovest Portfolio Solutions, Joseph Magnus Distillery, Emerson, and Northern Trust Corporation.
How can I contact Steven Fraley, Cfa?
You can use AeroLeads to view verified contact signals for Steven Fraley, Cfa at First Trust, including work email, phone, and LinkedIn data when available.
What schools did Steven Fraley, Cfa attend?
Steven Fraley, Cfa holds Master Of Business Administration (Mba), Finance from Washington University In St. Louis - Olin Business School.
What skills is Steven Fraley, Cfa known for?
Steven Fraley, Cfa is listed with skills including Investments, Portfolio Management, Asset Management, Wealth Management, Hedge Funds, Investment Management, Financial Planning, and Estate Planning.
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